Bannerman Wealth Management Group, LLCETFConcentrated long-term

CIK: 0002058816 | LEWISVILLE, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	36	$174.7M	2026-10-09	SEC ↗
Q2 2026	13F-HR	38	$171.4M	2026-07-08	SEC ↗
Q1 2026	13F-HR	32	$148.4M	2026-04-13	SEC ↗
Q4 2025	13F-HR	33	$141.1M	2026-01-07	SEC ↗
Q3 2025	13F-HR	31	$135.7M	2025-10-15	SEC ↗
Q2 2025	13F-HR	36	$130.3M	2025-07-15	SEC ↗
Q1 2025	13F-HR	34	$122.5M	2025-04-15	SEC ↗
Q4 2024	13F-HR	33	$121.0M	2025-03-07	SEC ↗